Finance charts


New Deposits, September 27


Growing fern

Here are the reports for the past week’s deposits of our covered UITs.

StrategySponsorInitial Offer Date
Equity Closed-End PortfolioFirst Trust Portfolios09/25/19
Global Equity Income Closed-End PortfolioFirst Trust Portfolios09/25/19
Transformers Opportunities PortfolioAdvisors Asset Management09/24/19
Brookmont Equity Dividend PortfolioFirst Trust Portfolios09/23/19
Deep Value Dividend Opportunity PortfolioFirst Trust Portfolios09/23/19
NextGen Communications and Technology PortfolioFirst Trust Portfolios09/23/19
Senior Loan & Limited Duration Opportunities Closed-End PortfolioFirst Trust Portfolios09/23/19
NDR Precious Metals & Miners PortfolioGuggenheim Funds Distributors09/20/19
Sabrient Baker’s Dozen PortfolioFirst Trust Portfolios09/20/19

Photo by Michael Weidner on Unsplash

The Nasdaq Fund Network has the first dedicated database of unit investment trust research reports that gives finance professionals access to the information they need to make investment recommendations with confidence.

Download a sample report or create an account to get full access to all reports.

Download Sample


Be first to receive UIT insights and industry news by subscribing to our newsletter.